Advantage Partners Accountants Sydney 9541195 - Menu of Services

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  • 8/9/2019 Advantage Partners Accountants Sydney 9541195 - Menu of Services

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    Tax Advantage

    Books Advantage

    Business Advantage

    Suite 6174-180 Pacific HighwayNorth Sydney NSW 2060

    T 9922 5477F 9922 5488E askusus@advantagepartners.net.au

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    Professional assistance to help your business comply with

    the myriad of Government forms and regulations.Services byTax Advantage & Books Advantage include

    bookkeeping, personal & business tax returns, financial

    statements, business activity statements.

    Gain control and direction in your business and personal

    financial affairs. Tax Advantage &Business Advantage

    helps prepare the essential management tools to help you

    make informed decisions. We actively assist you in

    interpreting your periodic reports that monitor key

    performance indicators. Plus a personal financial health

    check byTax Advantage.

    Grow your business for financial independence and peaceof mind. Business Advantage performs a detailed

    personal financial analysis and planning consultation,

    and an activity-based costing and/or management

    assessment of your customer base and business processes.

    We guide you through a 12-24 month business

    development program designed to increase company

    profits and business value, and build less reliance on the

    owners daily input.

    Take advantage of our specialised services to help solve

    other common issues that your business may face.

    Special projects include accounting system upgrades,

    business startup and/or valuation services, succession

    planning, estate planning, superannuation, perhaps even

    just WorkChoice payslip compliance.

    Level of services

    The Compliance Packages

    The Plus Packages

    The Business DevelopmentPackage

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    Advantage Partners is proud to offer

    our clients the freedom to choose their

    own preferred services.

    To choose the services you would

    like to receive, take the following

    simple steps:

    We will quote you a fixed price on your preferred services . You know where you stand. With a fixed price

    agreement you can call us at any time for advice on these matters with the knowledge that we will not be

    charging for phone calls (subject to change should the call require follow-up work or research). Anythingoutside the fixed price agreement will be quoted to you separately.

    Review the followingmenu of services.

    Review each service offered, andthen mark an x in the Service

    Desired column.

    In the column under Level ofInterest rank each service bycircling 1-3 (1 = low, and 3 = high)

    Return this Menu to usby.

    Choosing your level of services

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    1. Tax Advice on demand when you want it 1 2 3

    2. Business Advice on Demand when you want it 1 2 3

    3. Basic Bookkeeping at your premises or ours. Everything up to bank

    reconciliation stage.

    1 2 3

    4. Attending to Tax Office inquiries, audits. Liasing with all other government

    departments on your behalf.

    1 2 3

    5. Attending to administration matters such as payment of salaries,

    WorkChoice payslips, superannuation, payroll tax, Business Activity

    Statements, ASIC, workers compensation insurance, etc

    1 2 3

    6. Maintaining employee records, including lodgement of AWAs, personal

    leave records, long service leave records, TFN declarations, super choice,super guarantee

    1 2 3

    7. Reconciling debtors, preparing invoices, ordering stock 1 2 3

    8. Preparation and lodgement of annual income tax returns for sole trader,

    partnership, trust or company structure

    1 2 3

    9.Prepare unaudited financial statements. Provide adjusting journal entriesas may be required.

    1 2 3

    10. Preparation and lodgement of business activity statements 1 2 3

    11. Lodgement of business activity statements from client-supplied or

    bookkeeper-supplied information

    1 2 3

    12. Periodic updates about changes to the law, or changes to your

    responsibilities

    1 2 3

    Menu of Services

    The Compliance Packages

    LEVEL

    1 servicedesiredx

    level ofinterest

    1=low 3=high

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    1. Everything in theAll Compliance Package, as well as:

    2. Budget or Cash Flow Reports. Monthly or Quarterly 1 2 3

    3. Quarterly Performance meetings. Review budgets, cash flows, KPIs,

    business plan milestones

    1 2 3

    4. Pre Year end Business tax planning review 1 2 3

    5. Comparisons to industry statistics, where available. 1 2 3

    6. Checklists, reminders, timetables 1 2 3

    7. Identify and begin to track key performance indicators 1 2 3

    8. Annual profit improvement potential calculation to review business

    potential & increase profits using the Four Ways to Grow a Business

    1 2 3

    9. Conduct an annual planning session for key managers to set an action plan

    and goals for the coming year.

    1 2 3

    10. Please tell us how we can help you manage your business better

    .

    1 2 3

    11. Please tell us how we can help you manage your business better

    .

    1 2 3

    The Plus Packages

    LEVEL

    2 servicedesiredx

    level ofinterest

    1=low 3=high

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    1. Everything in the Compliance Packages and the Plus Packages, as well as:

    2. Business Coaching. Being a mentor 1 2 3

    3. Strategies to lessen your day-to-day input, & free up time to work on your

    business, not in it.

    1 2 3

    4. Prepare detailed financial analysis and planning consultation, based on thecompletion of our Questionnaire and analysis of income and spending

    1 2 3

    5. Perform activity based costing and/or management assessment of customer

    base and routines. Set up key performance indicators to monitor

    profitability and less reliance on owner daily input, and

    financial/operational reporting routines for staff to prepare.

    1 2 3

    6. Prepare a limited calculation of estimated business value 1 2 3

    7. Assist with re-engineering the business. Commence with analysis of

    strengths, weaknesses, opportunities & threats using our 48-page Business

    Development questionnaire

    1 2 3

    8. Lead management team through the Business Development Programme, a

    nine stage, 12 to 24 month process designed to increase company profits

    and business value.

    1 2 3

    9. Please tell us how we can help you expand your business

    .

    1 2 3

    LEVEL

    3 servicedesiredx

    level ofinterest

    1=low 3=high

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    1. Prepare a written business plan for use with bankers and shareholders. 1 2 3

    2. Apply for State and/or Federal government business grants or incentives. 1 2 3

    3. Training you in understanding financial reports. Our Advanced Financial

    Management programme helps you interpret and use financial reports.

    1 2 3

    4. Assistance with obtaining bank or other financing, including cash or profitprojections.

    1 2 3

    5. Assist with business startup. Includes a checklist as a tool to guide on

    everything to be considered.

    1 2 3

    6. Examination or Valuation of possible business acquisitions. 1 2 3

    7. Complete a tax compliance assessment to identify the strengths and

    weaknesses of the company's income and other tax compliance

    1 2 3

    8. Estate planning to develop and implement a taxation plan that preserves

    your legacy.

    1 2 3

    9. Succession planning to ensure the continued success of your business. 1 2 3

    10. Setup or conversion to MYOB. Assistance with upgrades, on-site training of

    new staff members.

    1 2 3

    11. Review of owner salary/package to achieve most tax effective outcome.

    Includes personal financial health check

    1 2 3

    12. Review tax effectiveness of fringe benefits, including cars & superannuation 1 2 3

    13. Setup of self-managed superannuation fund, or effectiveness review of

    existing fund (excludes investment advice)

    1 2 3

    servicedesired

    x

    level ofinterest

    1=low 3=high

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